Lower-cost advice
Keep more of your money.
A 3.5% robo-advised model replaces the typical 6.0% DST commission. Pair it with Deferred's No Fee 1031 exchange QI option when it fits your transaction.
A better way to retire as a landlord.
Build a diversified DST portfolio around your exchange, your income needs, and your appetite for risk. Fiduciary advice, transparent process, and low-fee by design.
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Long Term Diversified DST Portfolio
Diversification
- DSTs
- 8
- Markets
- 14
- Sponsors
- 6
Property mix
- 40%
Multifamily
- 35%
Industrial
- 25%
Retail
Example portfolio shown for illustrative purposes only.
Deferred DST Advisors
3.5%
Build a personalized DST portfolio with Deferred
Traditional Channels
6.0%
Typical broker dealer commissions
A different standard
You wouldn't put all your money into a few stocks.
Why concentrate your real estate wealth in just a few properties?
Nobel Prize winners proved that diversified, low-cost investing outperforms the experts when investing in stocks. Now you can do the same with your real estate portfolio.
DST Portfolios gives you the power to retire as a landlord, defer capital gains taxes, and reinvest into a passive portfolio personalized for your financial goals.
| How it works | DST Portfolios | Competitors |
|---|---|---|
| Advisory model | RIA fiduciary standard | Commission-based distribution |
| Lower fees | 3.5% robo-advised | Typically 6.0% commission |
| Portfolio construction | Diversified and goal-based | Individual product selection |
| Offering selection | Broad universe with visible criteria and tradeoffs | Limited list based on broker's preferences |
| Exchange support | Optional No Fee Deferred QI | Separate accommodator fees |
- Advisory model
DST Portfolios
RIA fiduciary standard
Competitors
Commission-based distribution
- Lower fees
DST Portfolios
3.5% robo-advised
Competitors
Typically 6.0% commission
- Portfolio construction
DST Portfolios
Diversified and goal-based
Competitors
Individual product selection
- Offering selection
DST Portfolios
Broad universe with visible criteria and tradeoffs
Competitors
Limited list based on broker's preferences
- Exchange support
DST Portfolios
Optional No Fee Deferred QI
Competitors
Separate accommodator fees
Built for the whole exchange
Decision tools that make DSTs fit your plan, not the other way around.
Personalized assessment
A portfolio crafted to meet your goals.
We start with your goals, risk tolerance, existing real estate, income needs, and exchange constraints before suggesting a DST allocation.
Portfolio builder
Retire as a landlord and sleep easy.
Invest in a passive portfolio and retire as a landlord. Replace the worry of one property with a diversified portfolio built around the income and risk profile that suits you.
DST backup
Save your exchange when a property falls out of contract.
Using your identified properties and assessment, we can surface potential backup DSTs before a cancelled purchase triggers a taxable gain.
Fiduciary by design
At the vanguard of real estate investing.
A streamlined way to invest your real estate portfolio passively, with lower costs and disciplined diversification.
DST Portfolios is designed to pursue better risk-adjusted outcomes without the conflicts that can come with commission-driven distribution.